PLANNED GIVING

Maximize Your Impact on the Work You Care About

Your gift can do more than you can imagine. As you consider the future, we invite you to think about how UW Medicine can be your planning partner. With a gift from your estate, you can significantly advance the work you care about most: medical research, patient care or education.

You’ve got options. From wills, to trusts, to annuities or real estate, we can work with you on creative, flexible solutions that meet your needs — including gifts that provide income or tax benefits during your lifetime — and make a lasting difference. And no matter how you give, we’ll honor your generosity by welcoming you into UW Medicine’s Heritage Society.

Questions? We can help.

If you have any questions, or if you’d like to tell us about your intentions, please contact Mary Susan Wilson, senior director for planned giving, at mswilson@uw.edu or 206.221.6172.

Planned Gifts at a Glance

GIFTS THAT PROVIDE YOU WITH INCOME

Advantages to You

  • Current income tax deduction
  • Portion of payments may be tax-free
  • Fixed and predictable payments

Beneficiary

  • One or two annuitant beneficiaries
  • UW Medicine is future beneficiary

Advantages to You

  • Current income tax deduction
  • No immediate capital gain recognition on transfer of appreciated assets
  • Diversification of investments
  • Variable payments for life or term of years

Beneficiary

  • One or more beneficiaries
  • UW Medicine is future beneficiary

Advantages to You

  • Current income tax deduction
  • Income stream
  • Diversification of investments

Beneficiary

  • One or more beneficiaries
  • UW Medicine is future beneficiary

GIFTS THAT HELP THE UW MEDICINE TODAY

Advantages to You

  • Current income tax deduction
  • See your gift in action during your lifetime

Beneficiary

  • UW Medicine is immediate beneficiary

Advantages to You

  • Potential gift tax savings on transfer of assets to individual beneficiaries

Beneficiary

  • UW Medicine is immediate beneficiary
  • You or your heirs are future beneficiaries

GIFTS FROM YOUR ESTATE

Advantages to You

  • Charitable deduction for taxable estates
  • Allows you to make a gift at no immediate cost to you

Beneficiary

  • UW Medicine is future beneficiary

Advantages to You

  • Allows you to make a gift at little cost to you

Beneficiary

  • UW Medicine is future beneficiary

Advantages to You

  • Avoids double taxation of assets
  • UW applies the full amount of plan assets to the purpose you intended

Beneficiary

  • UW Medicine is future beneficiary

Advantages to You

  • Current income tax deduction
  • Estate tax savings
  • Continued use of property (house) for life

Beneficiary

  • You retain lifetime beneficial use of property
  • UW Medicine is future beneficiary

How to Give

Making a planned gift is a deeply personal decision, and you can customize your arrangements to fit your resources and your financial goals. You may find it helpful to consider these steps as you plan:

  1. Choose the area or program at UW Medicine that you’d like to support.
  2. Review your assets with your attorney or financial manager.
  3. Think about your short-term and long-term financial goals.
    • How close are you to retirement?
    • What are your projected needs for your lifetime?
    • Do you have dependents?
  4. Consider your planned giving options and the benefits they offer.
  5. Contact UW Medicine’s planned giving team for further assistance.

Sharing Your Plans

If you’ve included UW Medicine in your estate plans — or if you intend to — please let us know. We can help you make sure that your intentions are fully understood and fulfilled, and our services are completely confidential. We can also provide you with sample gift language for your will. And, of course, we would enjoy welcoming you to UW Medicine’s Heritage Society.

Heritage Society

We are very grateful to the members of UW Medicine’s Heritage Society: alumni, friends and patients who have made planned gift commitments to research, education and patient care at UW Medicine.

Heritage Society members receive exciting benefits such as donor recognition and invitations to special events.